Team Roles and Permissions help you control what each team member can access inside your Dealtree workspace. Roles are useful when multiple people are working in the same workspace but do not need the same level of access. For example, a workspace owner may need access to billing and team management, while a regular team member may only need access to accounts, org charts, buying committees, and action plans.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
What are Team Roles?
Team Roles define the access level of each user in your workspace. A role determines what a user can view, manage, or update inside Dealtree. Common roles may include:- Owner: The main workspace admin with access to workspace management, billing, team members, and account intelligence features.
- Member: A regular workspace user who can access Dealtree features based on the permissions available in the workspace.
Owner Role
The Owner usually has the highest level of access in the workspace. An Owner may be able to:- View and manage accounts
- Generate org charts
- Generate buying committees
- Generate action plans
- Add and update account notes
- Invite team members
- Manage team access
- View seat usage
- Access billing and credit information
- Manage subscription or plan details This role is usually assigned to the person who created the workspace or manages the Dealtree subscription.
Member Role
A Member is a regular user inside the workspace. A Member may be able to:- View accounts
- Add or manage account information
- Generate org charts
- Generate buying committees
- Generate action plans
- Add and update notes
- Use available workspace credits Member access may be limited compared to the Owner role, especially for billing, subscription, or team management actions.
Why Roles and Permissions Matter
Roles and permissions help keep your workspace organized and secure. They help you:- Control who can manage billing
- Control who can invite or remove users
- Give sales team members access to the tools they need
- Prevent unnecessary access to sensitive workspace settings
- Manage seat usage more effectively This is especially important for teams, agencies, and consultants working with multiple users.
How to Review Roles
To review team roles:Step 1: Go to Team
From the left sidebar, click Team.Step 2: Open the Team Dashboard
Review the list of users in your workspace.Step 3: Check the Role Column
Look at the role assigned to each team member. This will help you understand who has owner access and who has member access.Important Notes
- The available roles may depend on your current workspace setup.
- Owners should regularly review team access.
- Give owner-level access only to users who need administrative control.
- Members should have enough access to complete their account intelligence work.
- If someone no longer needs access, remove them from the workspace to keep your team secure.